UBS · 1 day ago
Client Associate
Washington, DC
Full-time
Onsite
Mid Level
$76K/yr - $85K/yr
3+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Client Associate to support their Private Wealth Management team by managing schedules, assisting with client operations, and ensuring a high level of client service.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Support and maximize the PWA’s time with responsibilities such as managing a complex schedule and detailed travel planning, tracking continuing education requirements, drafting emails and reports, and acting as gatekeeper for communication including phone and email
Enter expense reports
Support team with scheduling assistance, logistics, and document preparation/delivery related to client meetings and calls
Assist team as needed with backup support for client operations such as entering wires, sending checks, UBS online services, etc
Assist with gifting and creating “wow” moments
Manage team’s pod within the UBS DC office to ensure cleanliness, tech set up, supplies in stock, and décor
Complete firm-initiated projects
Participate in team projects, dinners, trips, and meetings
Qualification
Required
At least 3 years of experience in a Client Associate role in the finance sector
bachelor's degree
excellent communication, organization, and writing skills
Attention to detail / value accuracy
You have grit, show consistent dedication, and are comfortable with complex problem-solving
Growth mindset; you set goals and do what it takes to achieve them
Accountable to your results
Dedicated to providing exceptional client service
Comfortable sharing your opinion and participating in team discussions
Act with urgency; adapt to the pace of the team and stay efficient
Preferred
SIE, Series 7 and 66 licenses preferred but not required
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-05
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2026-01-03
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